initiate

Initiate coverage on the company specified by the user: $ARGUMENTS

Before starting, read data-access.md for data access methods and design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This is the capstone skill that produces both a research note and an Excel model from a single comprehensive data gathering pass.

Strategy

Rather than running /research-note and /build-model independently (which would duplicate data gathering), this skill gathers a superset of data once, then renders both outputs.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

• company_id
• latest_calendar_quarter — anchor for all period calculations (see data-access.md Section 1.5)
• latest_fiscal_quarter
• Firm name for report attribution (default: "Daloopa") — see data-access.md Section 4.5